Trust Company of Vermont’s Fresenius Medical Care FMS Stock Holding History

Trust Company of Vermont’s Portfolio FMS Stock Details FMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-160	Closed	-$3.4K	–	855
2023 Q1	$3.4K	Hold	160	–	–	﹤0.01%	791
2022 Q4	$2.61K	Hold	160	–	–	﹤0.01%	801
2022 Q3	$2K	Hold	160	–	–	﹤0.01%	921
2022 Q2	$4K	Buy	+160	New	+$4.78K	﹤0.01%	802
2022 Q1	–	Sell	-160	Closed	-$5K	–	461
2021 Q4	$5K	Buy	+160	New	+$5.27K	﹤0.01%	721
2021 Q3	–	Sell	-160	Closed	-$7K	–	452
2021 Q2	$7K	Hold	160	–	–	﹤0.01%	672
2021 Q1	$6K	Hold	160	–	–	﹤0.01%	669
2020 Q4	$7K	Hold	160	–	–	﹤0.01%	661
2020 Q3	$7K	Hold	160	–	–	﹤0.01%	640
2020 Q2	$7K	Hold	160	–	–	﹤0.01%	663
2020 Q1	$5K	Hold	160	–	–	﹤0.01%	740
2019 Q4	$6K	Hold	160	–	–	﹤0.01%	758
2019 Q3	$5K	Hold	160	–	–	﹤0.01%	825
2019 Q2	$6K	Hold	160	–	–	﹤0.01%	806
2019 Q1	$6K	Sell	160 -364	-69%	-$13.6K	﹤0.01%	772
2018 Q4	$17K	Hold	524	–	–	﹤0.01%	647
2018 Q3	$27K	Hold	524	–	–	﹤0.01%	622
2018 Q2	$26K	Hold	524	–	–	﹤0.01%	640
2018 Q1	$27K	Hold	524	–	–	﹤0.01%	600
2017 Q4	$28K	Hold	524	–	–	﹤0.01%	605
2017 Q3	$26K	Hold	524	–	–	﹤0.01%	595
2017 Q2	$25K	Hold	524	–	–	﹤0.01%	610
2017 Q1	$22K	Hold	524	–	–	﹤0.01%	604
2016 Q4	$22K	Hold	524	–	–	﹤0.01%	600
2016 Q3	$23K	Hold	524	–	–	﹤0.01%	549
2016 Q2	$23K	Hold	524	–	–	﹤0.01%	500
2016 Q1	$23K	Hold	524	–	–	﹤0.01%	503
2015 Q4	$22K	Hold	524	–	–	﹤0.01%	519
2015 Q3	$20K	Hold	524	–	–	﹤0.01%	534
2015 Q2	$22K	Hold	524	–	–	﹤0.01%	540
2015 Q1	$22K	Hold	524	–	–	﹤0.01%	531
2014 Q4	$19K	Hold	524	–	–	﹤0.01%	561
2014 Q3	$18K	Hold	524	–	–	﹤0.01%	562
2014 Q2	$18K	Hold	524	–	–	﹤0.01%	539
2014 Q1	$18K	Hold	524	–	–	﹤0.01%	529
2013 Q4	$19K	Hold	524	–	–	﹤0.01%	492
2013 Q3	$17K	Hold	524	–	–	﹤0.01%	488
2013 Q2	$18K	Buy	+524	New	+$18.2K	﹤0.01%	483

Other funds holding FMS

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Trust Company of Vermont's FMS Position: Q2 2023 in Review

Trust Company of Vermont sold out of Fresenius Medical Care (FMS) in Q2 2023, closing a stake of 160 shares — an estimated $3.4K sold.

Trust Company of Vermont first reported a position in FMS in Q2 2013 and held it in 38 quarters. The position peaked at $28K in Q4 2017. 146 funds tracked by Wall St. Rank hold FMS as of Q2 2023.

Trust Company of Vermont reported no remaining Fresenius Medical Care position as of Q2 2023 after selling out during the quarter.
Trust Company of Vermont sold 160 Fresenius Medical Care shares in Q2 2023, an estimated $3.4K.
Trust Company of Vermont first reported a position in Fresenius Medical Care in Q2 2013 and held it in 38 quarters.
Trust Company of Vermont's Fresenius Medical Care position peaked at $28K in Q4 2017.
146 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2023.

Based on Trust Company of Vermont's 13F filing for Q2 2023, filed 17 Jul 2023.